Prosper for CPA & CAS firms.
When the firm puts its name on a client's books, governance isn't optional. Prosper gives you roles, permissions, a hash-chained audit trail, and a firm-wide overview — so you can scale client advisory services on a foundation you can stand behind.
The work isn't shrinking. The workforce is.
Client advisory services is the firm's growth engine — recurring, retainer-based, and high-trust. The constraint is senior time: roughly 70% of the hours on a client are mechanical. Automate that share, keep a reviewable trail, and the firm scales CAS without scaling headcount one-for-one.
Where the time goes
Data gathering, categorization, reconciliation, and report assembly eat the hours that senior staff are most expensive doing.
Where Prosper fits
The system does the mechanical 70% and produces a reviewable, audit-ready file. Your people keep the judgment and the client relationship.
A foundation a CPA can sign off on.
Roles and permissions
Give staff, reviewers, and partners the right access per client. Separation of duties without a spreadsheet of logins.
A hash-chained audit trail
Every decision recorded — who changed what and when, tamper-evident. The trail you need when you sign off on a file.
A firm-wide overview
Status across every client's books from one dashboard. See what's closed, what's in review, and what needs a partner.
Security you can answer for
Per-client workspace isolation and explicit access — so a client question about who can see their books has a clear answer.
CPA & CAS firm questions
What is client advisory services (CAS) software?
CAS software runs the recurring, governed bookkeeping and reporting that a firm delivers to clients on a retainer — typically a few thousand dollars a month. The job is to standardize the mechanical work, keep a reviewable audit trail, and free senior time for advisory. Prosper provides a governed workspace per client, batch review, roles, and a firm-wide overview.
Does Prosper let AI make final accounting decisions?
No. Prosper does the mechanical work and proposes; a person reviews and approves. High-confidence items are batched for one-click confirmation and genuine exceptions are surfaced. Every change is recorded in a hash-chained audit trail, so the firm keeps control and can prove it.
How does Prosper help with the accountant shortage?
The work isn't shrinking — the workforce is. Automating the mechanical 70% of bookkeeping lets a firm serve the same clients with less senior time per file, and redeploy that time into advisory and capacity. It raises throughput per person without lowering the bar on review.
Related
Back to Prosper for accountants. Solo or fractional instead of a full firm? See the fractional CFO track. On the artifact your review produces, see audit-ready and the accountant pack.
Scale CAS on a foundation you can stand behind.
Roles, a hash-chained audit trail, and a firm-wide overview — with the mechanical work automated.